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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,871 | $97,761+194.5% | $83,850+243.3% | $135,382+112.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.83% | 1287.44%-1293.3pp | 850.92%-856.8pp | 519.77%-525.6pp |
| Employer contribution / active EE | $27,430 | $4,222+549.7% | $3,631+655.5% | $4,779+474.0% |
| Participant deferral / active EE | $7,696 | $4,682+64.4% | $4,082+88.5% | $5,609+37.2% |
| Admin fee / account holder | $119 | $6,674-98.2% | $5,478-97.8% | $10,829-98.9% |